NOTE
You cannot modify the content or recipients of a document.
1) Editing Cc Recipients
- Modifying recipients removes access for those no longer listed and grants access to new recipients.
- *Only administrators can modify Cc recipients.
▪︎ Dashboard
- Go to [E-documents] in the dashboard.
- In the [All] tab, select the document whose Cc recipient you want to modify.
- Click the pencil icon in the Cc section.
- Select the recipients to modify and click [OK].
▪︎ App Leader Mode
- In App Leader Mode, go to the [E-documents] tab in the bottom menu.
- Select the document to edit Cc recipients.
- Click the button at the top, then select [Edit Cc recipients].
- Choose the recipients to modify and click [Save].